Function #59: Copy text from customer-level custom field to Terms & Conditions in quotes
Hello everyone, greetings of the day! Today's focus is on addressing scenarios where each customer requires unique terms and conditions. For example, when dealing with international customers, it may be necessary to present the terms and conditions in
Deprecation of Google Drive and Google Sheets connections in Zoho Finance Applications
Dear customers, We want to inform you about important updates to the Google Drive and Google Sheets connections in the Zoho Finance apps. Google has notified us about sensitive scopes within these two connections. As a precautionary measure, we have decided
Public Release: Implement JWT Authentication Mechanism for Help Center
Hello everyone! We are excited to announce that the JWT Authentication Mechanism for the Help Center has been rolled out for public release. This feature was initially made available on a request basis and is now accessible to all. We hope that it will
Zoho Books partners with ICICI Bank
Hello everyone! Hope you’re doing great! We have a major update for you. We’ve partnered with ICICI Bank (one of the largest banks in India) to bring accounting and banking together on one platform and introduce the first of its kind integration: Contextual Banking. It is the ability to perform bank-related transactions contextually within the accounting software. Once you set up this integration in Zoho Books, it will help you: Get paid faster by giving your customers multiple payment options
Zoho Developer Community Monthly Digest - July 2024
Hello everyone, We're here again with July month's digest packed with exciting events, resources, updates, and community discussions to empower you as a Zoho developer. Dive right in! Upcoming Events To stay on top of the upcoming developer community
Send and update status in the Tickets module
Hello everyone, We're excited to introduce the Send and Update Status option in the Tickets module, available alongside Schedule Reply and Send and Close. Overview of existing options Schedule reply: This option enables customer support teams to schedule
Optimize your Knowledge Base for enhanced visibility with meta titles
Let's dive into why a meta title is crucial to your article. Imagine a talented content creator named Elena. Elena had been working diligently on a knowledge base article for her company's website. She knew the article needed a captivating meta title
Deprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As a
【開催報告】 福岡 ユーザー交流会 2024/8/2（金） 10以上のZoho ツールを使っている現場のリアル
皆さま、こんにちは。コミュニティチームの中野です。8/2（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 ※Zoho セッションの資料共有はございません。 今月の開催会では、リクト 山口さんによるZoho One の活用事例、Zoho 営業部門のZoho CRM / Desk / 電話連携活用法を解説するセッションに加え、「Zoho サービス同士の連携」をテーマに参加者同士でZoho
Deprecation of Google Drive and Google Sheets in default connections
Starting from August 15, 2024, Google Drive and Google Sheets services will no longer be available as default services in Zoho Desk. Reason for deprecation: Google has identified sensitive scopes within the Google Drive and Google Sheets connections,
Optimize your Knowledge Base with header tags for enhanced visibility
Let's dive into why header tags are crucial for your articles. Header tags and when to use them Header tags, ranging from H1 to H3 in our knowledge base (KB) module, are often referred to as HTML elements used to designate an article's headings and subheadings.
Introducing the new Zoho CRM V7 APIs and ZDK CLI
Hello Enterprise Community, We have recently launched a couple of very exciting features for developers working in Zoho CRM, the updated V7 APIs and the new ZDK Command-Line Interface (CLI)! What does this mean? The Version 7 APIs introduce a ton of new
Zoho Desk mobile app: key updates from January - July 2024
Hello Everyone, We are constantly working to make Zoho Desk better and improve its mobile functionalities. Over the last six months, we have introduced some exciting new features and enhancements to the Zoho Desk mobile app. Here’s a summary of these
Effortless communication with individual contacts via WhatsApp messaging
Dear Zoho Desk Users, We have brought the option to send a WhatsApp message to a contact under the list of quick actions for ease of access. Now, agents can click the dropdown arrow next to the plus sign (+) from the top panel or use the keyboard shortcut
What's New - July 2024
Hello everyone, Zoho Backstage is excited to announce a series of new features and enhancements designed to improve your event management experience. Here’s what’s new and improved in Backstage this month! New Features: Zebra Printer Integration with
Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive
What's New in Zoho Expense: May - July 2024
Hello users, We're back with the latest set of features and updates in Zoho Expense, aimed at improving your expense and travel management experience. This update includes a Per Diem Calculator, a feature to track your loyalty programs, and other enhancements
Customize Colors of your Customer Self Service Portal
You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme. Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided Selling
[Free Webinar] Creator Tech Connect series - Active Directory and SAML Authentication
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Zoho Sprints - Q2 Updates for 2024
Hello Sprinters! We started this year with a bang with the release of Zoho Sprints 2.0. We've tried to match that energy with a great deal of new features and enhancements in the succeeding quarter. There have been quite a few feedback from our proactive
Bigin app update - Android
Hello everyone! In the Android version of the Bigin mobile app (v1.6.3), we have introduced support for Caller ID functionality. With this feature, you can now view contact details and access them by tapping the Caller ID banner, which will direct you
Latest updates in Zoho Meeting | Personal Meeting Rooms and Zoho Meeting Annotator
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Personal Meeting Rooms - Tailored for private discussions, this secure meeting space is yours alone, accessible via a unique link.
New and Improved UI for Online Meetings in Zoho Meeting
Hello there, We hope you're enjoying our video conferencing feature for your online meetings. This month, we are glad to present our revamped UI for online meetings. We have made some useful changes to make features contextual and easy to access. In addition to this, we have also added some interesting features and enhancements to make your online meetings smooth and hassle-free. Let's take a look at these changes. Better visibility and access to main features The main menu has been moved to the
Introducing Bulk Attachment Download from List View
We're excited to introduce an update to attachment management in Zoho Recruit that lets you download attachments associated with selected records directly from the List View page of any module. How do I download attachments in bulk? You can now select
Share files and folders using WorkDrive TrueSync
Hello everyone, Are you frustrated with the constant need to switch from the TrueSync app to the WorkDrive web app or mobile app just to share files and folders? We've got great news for you! Introducing, the file sharing capability on desktop via WorkDrive
Planned EU Datacenter Maintenance on AUGUST 4th from 03:30 AM to 04:30 AM CET
Dear Customers, We are planning on running a migration to enhance our security posture and improve overall system performance. This maintenance is a crucial step in our ongoing efforts to ensure the highest level of security and reliability for our services.
Boost Efficiency in Your Tickets Module with Zoho Desk Extensions
Hello Everyone! This week, we shall explore how extensions can bring about magical moments to your Zoho Desk Tickets module. ZylkerProperties is a leading real estate firm specializing in land development, office spaces, and extensive infrastructure for
Customize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the color
Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Au cœur de la fièvre des JO et des joies de l'été, découvrons ce qui s'est passé au sein de Zoho Community France en juillet. Le besoin de flexibilité et la facilité de mise en œuvre sont les principales raisons de l'adoption de l'application
The Social Wall: July 2024
Hi everyone, Let's quickly see how we started off the second half of our year at Zoho Social! Connect and publish to your Threads profile from Zoho Social Meta Threads has been gaining popularity because of its seamless integration with Instagram and
Introducing ZDK CLI (Beta): our latest developer tool for Zoho CRM metadata management
Hello Developers! We are delighted to announce the release of ZDK CLI (Beta), a set of powerful command-line tools designed to simplify the way you manage your Zoho CRM org's metadata (customizations) and your team collaborate to customize Zoho CRM. ZDK
Free Webinar Alert! Getting the best out of WorkDrive in Zoho Workplace
Hello everyone, We're thrilled to invite you all to our upcoming webinar: Getting the best out of WorkDrive in Zoho Workplace. Join us to explore our advanced file management tool, Zoho WorkDrive. Learn everything you need to know, from getting started
Caller ID - Bigin iOS mobile app.
Hello everyone! In the most recent iOS (v1.9.2) update of the Bigin mobile app, we have included support for 'Caller ID' feature. Caller ID lets you see the contact names of incoming calls, even if those contacts are not saved on your mobile device, as
New video-based issue reporting tool
Greetings, We're excited to introduce the "Record Screen" option in Bigin, which enables you to report issues in your Bigin account easier and faster. This new video-based issue reporting option enables you to record your screen and provide detailed descriptions
Announcing new features in Trident for macOS (v.1.7.0)
Hello everyone! Trident for macOS (v.1.7.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Customize incoming chat and call notifications. You can now customize your notification sounds
Power of Automation :: Automatically synchronize the Task Completion Date with Due Date
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions
Elevate Your Business: Discover the Power of CRM4E at Our Nationwide Event!
Unlock the Power of the New Zoho CRM for Your Entire Business! Join us for an exciting day where we unveil Zoho CRM's most revolutionary and powerful feature release yet! This event will take place in 10 cities across the country. Agenda What is CRM for
Generate wizards effortlessly and preview summaries before saving records
Dear customers, We're excited to introduce two new enhancements to wizards: You can now generate wizards, and get a wizard summary before saving a record. Wizards in Zoho CRM streamline data entry processes and ensure accurate and consistent data capture
Advanced statistics for LinkedIn page, posts and monitor @mentions in Zoho Social
Hello everyone, We've made enhancements to the Monitor, Reports tabs, and Post Stats for the LinkedIn channel in Zoho Social, so we wanted to briefly share some information about the updates. Monitor LinkedIn mentions LinkedIn is one of the most popular
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